Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_119564

Aditya Birla Sun Life Focused Fund - Growth - Direct Plan

Equity Scheme - Focused Fund

Back to Home
End Amount
₹61,594.32
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.05%
MF_119564 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.77%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.82
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 15% 12%
60 days 59% 10% 7%
90 days 62% 9% 6%
180 days 63% 7% 4%
1Yr 68% 6% 4%
3Yr 60% 4% 2%
5Yr 63% 2% 1%
7Yr 64% 2% 1%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Focused Fund - Growth - Direct Plan Nifty 50
30 days 28.9% | -61.3% | 18.6% | 185.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -19.4% | -44.5% | 19.6% | 134.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -20.2% | -35.8% | 18.2% | 113.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -2.1% | -11.2% | 12.3% | 58.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 13.5% | 1.5% | 15.2% | 24.5% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.5% | 5.5% | 14.5% | 22.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.8% | 10.9% | 14.0% | 16.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.6% | 12.3% | 14.6% | 16.8% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 Oct. 11, 2013 269 days 14% Nifty 50: 12% 10112 8656 10151
Jan. 22, 2014 March 4, 2014 41 days 5% Nifty 50: 5% 10838 10276 10841
July 7, 2014 Aug. 19, 2014 43 days 6% Nifty 50: 4% 14483 13658 14484
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 16565 15611 16569
March 3, 2015 Aug. 6, 2015 156 days 10% Nifty 50: 11% 17458 15777 17476
Aug. 6, 2015 July 1, 2016 330 days 18% Nifty 50: 19% 17476 14341 17540
Sept. 8, 2016 Feb. 2, 2017 147 days 10% Nifty 50: 12% 19074 17094 19133
Jan. 23, 2018 Aug. 22, 2018 211 days 10% Nifty 50: 9% 24116 21612 24118
Aug. 31, 2018 May 24, 2019 266 days 13% Nifty 50: 14% 24306 21112 24527
June 3, 2019 Nov. 6, 2019 156 days 11% Nifty 50: 11% 24979 22230 24996
Feb. 12, 2020 Nov. 7, 2020 269 days 37% Nifty 50: 37% 26302 16641 26516
Jan. 12, 2021 Feb. 3, 2021 22 days 7% Nifty 50: 6% 31331 29236 31543
Feb. 15, 2021 May 26, 2021 100 days 7% Nifty 50: 6% 32410 30216 32560
Nov. 15, 2021 Jan. 13, 2022 59 days 8% Nifty 50: 8% 39676 36367 39787
Jan. 14, 2022 Nov. 30, 2022 320 days 17% Nifty 50: 16% 39794 32968 40120
Dec. 1, 2022 June 7, 2023 188 days 11% Nifty 50: 10% 40256 35960 40256
Sept. 15, 2023 Nov. 29, 2023 75 days 6% Nifty 50: 7% 44390 41635 44538
Sept. 26, 2024 Oct. 25, 2025 394 days 16% Nifty 50: 15% 62816 52462 62879
Jan. 7, 2026 Aug. 1, 2026 206 days 14% Nifty 50: 14% 64792 55794 65113
Aug. 6, 2026 Oct. 30, 2026 85 days 9% Nifty 50: 10% 65174 59349 61594